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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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 barclays bank travel insurance


The Wizardry of Business Process Management - Part 3
Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s

barclays bank travel insurance  Bank of America , Barclays Bank , Citigroup , Credit Suisse Group , HSBC Group Holdings , JPMorgan Chase & Co ., National Australian Bank (NAB ), and TD Bank Financial Group . Pega’s financial industry knowledge and experience has resulted in solutions to help these customers close execution gaps and improve the following processes: In Bank Card Operations : Multi-channel service; Self-service account opening; Product roll-out; Fraud processing; Customer on-boarding, etc. In Retail Banking : Event-driv

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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Mondial Assistance Group Shares Best Processes to Improve Quality, Efficiency


Mondial Assistance Group relies on efficient sharing of best practices across business units to provide superior customer service to clients worldwide. By choosing Lombardi Blueprint from IBM to execute the 'SOKE' process improvement program, Mondial discovered inefficiencies, managed sharing processes, and improved collaboration across the organization. See how this led to high cost savings and improved client services.

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BroadVision and Bank of America Erect Enterprise as Portal Purveyors


BroadVision and Bank of America will create a new company to develop customized corporate portals. Hewlett-Packard and Amadeus will provide products and services to the new company and be its second and third customers.

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ORSA, the Corner Stone of the Solvency II Regime


The move toward principle-based regulations across the European insurance world puts a strong emphasis on corporate governance programs. Under their Own Risk and Solvency Assessment (ORSA) plans, insurance firms have to align their enterprise risk management processes with their strategic business plans. This article looks, in more detail, at some of the main Solvency II ORSA requirements, and how European insurance companies can use enterprise risk management platforms to support these key management needs.

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Westwood Insurance Chooses MAS 500 for Integration Capabilities


For ten years, California (US)-based Westwood Insurance used an off-site bureau for all accounting, financial, and insurance data management. In 1996, the rapidly growing division of the century-old company decided to bring its systems in-house in order to improve productivity and cost effectiveness. After an evaluation of three accounting systems, the company turned to MAS 500.

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Certify Cloud T&E Solution Joins Kronos Workforce Ready Marketplace


Kronos has announced the addition of Certify, a cloud-based travel and expense (T&E) management solution, to its Workforce Ready Marketplace. Certify is the only expense management solution that Kronos currently offers via the Workforce Ready Marketplace.

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Salesforce.com Offers Financial Industry Solutions


Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations.

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CRM for Financial and Insurance Markets Software Evaluation Report


This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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Onyx-Delivering Excellence in Insurance


Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for service excellence.

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Financial Mobility-Balancing Security and Success


No financial services company can afford to relax when it comes to IT security. Banks, investment firms, and insurance providers must follow government regulations, to ensure a secure environment for processing, storing, and transmitting credit card information. At the same time, most companies need mobile technology to compete. Know how to provide financial services mobility while ensuring that no breaches occur? Read more.

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What Do Modern Knowledge Workers Need?


In many service industries, such as financial, insurance, utilities, healthcare, government, and others, case management is the lifeblood of the business. These highly unstructured (dynamic or adaptive, if you will) processes where the next process step’s best action depends on the outcome of the previous step require apt human process stewards, a.k.a. “knowledge workers.” These knowledge workers,

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